ACP

Aveo Capital Partners Portfolio holdings

AUM $601M
1-Year Est. Return 5.92%
This Quarter Est. Return
1 Year Est. Return
+5.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$13.6M
3
+$10.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.52M

Top Sells

1
+$646K
2
+$81K
3
+$11.8K

Sector Composition

1 Energy 1.74%
2 Technology 1.51%
3 Consumer Discretionary 1.25%
4 Communication Services 1.19%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.88%
+10,786
27
$2.39M 0.86%
48,102
-1,629
28
$2.35M 0.85%
+40,552
29
$2.28M 0.82%
+25,881
30
$2.27M 0.82%
45,515
+9,914
31
$2.18M 0.79%
+12,806
32
$2.18M 0.78%
+20,857
33
$2.17M 0.78%
81,305
+23,898
34
$2M 0.72%
+6,513
35
$2M 0.72%
+33,205
36
$1.84M 0.66%
+8,570
37
$1.79M 0.64%
+33,450
38
$1.73M 0.62%
28,784
+911
39
$1.63M 0.59%
+14,021
40
$1.6M 0.58%
+9,047
41
$1.59M 0.57%
+15,248
42
$1.56M 0.56%
+38,091
43
$1.55M 0.56%
+35,775
44
$1.48M 0.53%
+10,063
45
$1.35M 0.48%
+11,090
46
$1.34M 0.48%
+30,403
47
$1.33M 0.48%
+13,797
48
$1.29M 0.46%
23,976
+6,438
49
$1.24M 0.45%
+40,141
50
$1.22M 0.44%
+5,633
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